QRP Career Connections: Josh Harrell, Financial Planning

Career Connections: Josh Harrell, Partner & Senior Financial Advisor at Balanced Wealth Group

Meet Josh, a Bay High School alum from the Class of 2007. Josh is a Partner and Senior Financial Advisor at Balanced Wealth Group where he has helped individuals and families build financial wellness and long-term security.

With a degree in Business Economics from The College of Wooster, Josh works with clients to:

• Create financial plans and investment strategies
• Support retirement and wealth-building goals
• Promote financial literacy and informed decision-making
• Guide families toward balance and long-term stability

He holds multiple professional certifications, including the CFP® (Certified Financial Planner™), and will share what those credentials mean and how to earn them.

This session is ideal for students interested in:

• Business
• Finance
• Economics
• Investing
• Entrepreneurship
• Financial advising

Date: April 23, 2026

Time: QRP

Location: Conference Room A

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Host or Publisher BHS Experienceships Program